Fact finds, balance sheets and inventories

Do you have a robust system for regularly reviewing wills?

This convenient 1 hour webinar will give you the practical tips and strategy to help you identify the optimum solutions and options for your clients.

This live event sees industry leaders John Douglas of Finesco and Euan Fernie of Geoghegans explore how preparing a will review summary of all assets within the Chargeable Estate in a ‘draft inventory’ form can assist with consideration and re-evaluation of the extent of any existing IHT issues.

This webinar will highlight vital multiple planning mechanisms available to your clients through taxation and legislation to potentially mitigate IHT issues.


Why should I watch?

After this session you will be able to:

  • Identify the importance of utilising a robust system for will reviews
  • Understand how to prepare a draft inventory assessment and indicative IHT calculation
  • Utilise possible solutions to mitigate any existing IHT issues:-
    • The use of the capital exemptions
    • The 7 year rule
    • Loan Trust and Discounted Gift Trusts
    • The much underused Gift Out of Income rule: school fee planning and Junior ISAs for grandchildren
    • The 2 year gifting period: Enterprise Investment Schemes and Business Property Relief structures
    • Family Investment Companies

This event will bring you up to speed with the latest thinking and will also equip you with valuable knowledge to add value to your client proposition. This webinar is aimed at experienced practitioners who advise private clients on inheritance tax matters.



John Douglas


John is Senior Consultant with Finesco and has been in the financial services industry for over 34 years and a consultant with Finesco since 1987. He has amassed considerable experience in dealing with professional intermediaries and is highly regarded by Accountants and Solicitors throughout the UK as a specialist wealth and financial adviser fully conversant with taxation, legislation and the financial services marketplace. John has been a speaker at conference’s and courses for over 30 years and regularly comments on both BBC and Commercial Radio and Television programmes as a financial expert on topical matters of a financial nature.


Euan Fernie

Geoghegans Chartered Accountants

Euan joined Geoghegans in June 1999 and became partner 6 months later. Qualifying as a CA in 1987, following a BA degree in Accountancy and Finance at Heriot Watt, Euan initially trained with a small firm in Edinburgh, and then spent several years with Pricewaterhouse in Leeds, Deloitte and Touche and Ernst and Young in Glasgow gaining experience in multiple sectors and services. Euan specialises in multi-discipline tax planning and succession planning for family businesses, incorporation and dissolution, and general advice on all matters relating to family businesses.